AI Growth Sparks Buzz: Recent chatter on social media about Broadcom Inc. has focused heavily on its role in the AI boom. Many are excited about the company’s reported $73 billion AI order backlog, seeing it as a sign of strong future growth. The stock is often mentioned alongside major tech players as a key beneficiary of AI infrastructure demand.
Earnings Concerns Surface: Despite the optimism, some discussions highlight disappointment over recent earnings guidance. Concerns have emerged about flat non-AI revenue and delays in expected contributions from high-profile partnerships. This has led to mixed reactions, with a few voicing worries about short-term performance.
Valuation Debates Heat Up: Another hot topic is the stock’s valuation, with some on social media questioning if the current price reflects too much optimism. While many remain bullish on long-term AI prospects, others caution about potential risks if growth expectations aren’t met. The debate keeps the conversation lively and divided.
Note: This discussion summary was generated from an AI condensation of post data.
Broadcom Inc. Insider Trading Activity
Broadcom Inc. insiders have traded $AVGO stock on the open market 188 times in the past 6 months. Of those trades, 4 have been purchases and 184 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by insiders over the last 6 months:
- HENRY SAMUELI has made 0 purchases and 16 sales selling 689,113 shares for an estimated $252,917,774.
- HOCK E TAN (President and CEO) has made 0 purchases and 16 sales selling 478,154 shares for an estimated $160,784,807.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 59 sales selling 115,933 shares for an estimated $39,622,559.
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 44 sales selling 18,412 shares for an estimated $6,372,620.
- CHARLIE B KAWWAS (President, Semi Solutions Grp) has made 0 purchases and 43 sales selling 9,560 shares for an estimated $3,309,571.
- JUSTINE PAGE has made 0 purchases and 6 sales selling 4,800 shares for an estimated $1,587,952.
- HARRY L. YOU has made 4 purchases buying 4,550 shares for an estimated $1,552,999 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Broadcom Inc. Revenue
Broadcom Inc. had revenues of $18B in Q4 2025. This is an increase of 28.18% from the same period in the prior year.
You can track AVGO financials on Quiver Quantitative's AVGO stock page.
Broadcom Inc. Congressional Stock Trading
Members of Congress have traded $AVGO stock 17 times in the past 6 months. Of those trades, 12 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $50,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 6 times. They made 6 purchases worth up to $315,000 on 09/17, 08/15, 08/13, 07/29, 07/18 and 0 sales.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 07/18.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Broadcom Inc. Hedge Fund Activity
We have seen 2,035 institutional investors add shares of Broadcom Inc. stock to their portfolio, and 1,836 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 31,423,170 shares (+78.8%) to their portfolio in Q3 2025, for an estimated $10,366,818,014
- CAPITAL WORLD INVESTORS removed 12,713,939 shares (-8.6%) from their portfolio in Q3 2025, for an estimated $4,194,455,615
- WELLINGTON MANAGEMENT GROUP LLP removed 10,906,362 shares (-19.0%) from their portfolio in Q3 2025, for an estimated $3,598,117,887
- BNP PARIBAS FINANCIAL MARKETS removed 5,416,301 shares (-47.9%) from their portfolio in Q3 2025, for an estimated $1,786,891,862
- BANK OF AMERICA CORP /DE/ removed 5,123,905 shares (-7.6%) from their portfolio in Q3 2025, for an estimated $1,690,427,498
- PRICE T ROWE ASSOCIATES INC /MD/ added 4,904,436 shares (+6.3%) to their portfolio in Q3 2025, for an estimated $1,618,022,480
- CAPITAL INTERNATIONAL INVESTORS removed 4,720,839 shares (-3.1%) from their portfolio in Q3 2025, for an estimated $1,557,451,994
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Broadcom Inc. Government Contracts
We have seen $53,294,877 of award payments to $AVGO over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NEW 66 MONTH OPEN-MARKET CONTRACT FOR RENEWAL OF CA SOFTWARE, SUPPORT SERVICES, AND MAINTENANCE. CA PROPRIE...: $27,471,697
- CA SOFTWARE MAINTENANCE: $21,091,011
- BROADCOM TECHNICAL SUPPORT SERVICES INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) CONTRACT - TASK ORDER F...: $3,629,376
- BROADCOM IDIQ TASK ORDER FOR CLARITY INVESTMENT MANAGEMENT TOOL (IMT) SUPPORT SERVICES.: $885,600
- BROADCOM TECHNICAL SUPPORT SERVICES INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) CONTRACT - TASK ORDER F...: $170,880
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Broadcom Inc. Analyst Ratings
Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 16 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Bernstein issued a "Outperform" rating on 12/12/2025
- Benchmark issued a "Buy" rating on 12/12/2025
- Piper Sandler issued a "Overweight" rating on 12/12/2025
- Mizuho issued a "Outperform" rating on 12/12/2025
- Oppenheimer issued a "Outperform" rating on 12/12/2025
- Rosenblatt issued a "Buy" rating on 12/12/2025
- Morgan Stanley issued a "Overweight" rating on 12/01/2025
To track analyst ratings and price targets for Broadcom Inc., check out Quiver Quantitative's $AVGO forecast page.
Broadcom Inc. Price Targets
Multiple analysts have issued price targets for $AVGO recently. We have seen 22 analysts offer price targets for $AVGO in the last 6 months, with a median target of $450.0.
Here are some recent targets:
- William Stein from Truist Securities set a target price of $510.0 on 12/19/2025
- Timothy Arcuri from UBS set a target price of $475.0 on 12/15/2025
- Harsh Kumar from Piper Sandler set a target price of $430.0 on 12/12/2025
- Vivek Arya from B of A Securities set a target price of $500.0 on 12/12/2025
- Joseph Moore from Morgan Stanley set a target price of $462.0 on 12/12/2025
- Cody Acree from Benchmark set a target price of $485.0 on 12/12/2025
- Stacy Rasgon from Bernstein set a target price of $475.0 on 12/12/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
